We don’t wait for the life event to occur to restructure your assets. That increases your chances of maintaining your lifestyle.
Generate additional income
Understand your needs
Our experts can help you better cope with life events (new life project, unexpected event, retirement, etc.) by suggesting additional sources of revenue:
- Sale of your business or real estate
- Savings
- Investments
- Pensions
Why us ?
We can offer a variety of options thanks to a wide range of experts and strong collaboration between the Group’s business lines.
Step by step
#1
We diagnose your assets.
#2
We look for the solutions best matching your requirements, alongside your legal and fiscal advisors.
#3
We identify potential sources of additional revenue.
Questions/Answers
To cope with everything life can throw at you or prepare for your retirement, the Societe Generale Private Banking teams can work alongside your usual advisors to organise your assets in order to maintain your lifestyle. We can discuss various solutions that will enable you to generate additional income, notably via our insurance and pension offer*.
(*) Accessing financial markets via unit-linked products carries a risk of capital loss. The value of such products is not guaranteed and is subject to upward and downward markets shifts.
Our experts are available to undertake thorough analysis of your financial situation. Depending on your objectives and the structure of your assets, we can help you organise your estate to provide you with the necessary liquidity to carry out your projects. Our credit structuring experts will suggest financing solutions matching your new requirements*.
(*) This does not constitute a credit offer. In all cases, a file will have to be submitted to our risk department for analysis.